A streamlined AI-driven scheduling system designed to automate patient intake, appointment booking, reminders, and administrative reporting. Built with Streamlit, Python, and workflow automation agents, this project demonstrates an end-to-end healthcare scheduling solution with real-time email/SMS notifications.
- Patient Greeting & Intake – Collects patient details (new/returning detection).
- Insurance Collection – Stores carrier, member ID and group ID.
- Appointment Scheduling & Confirmation – Generates appointment ID and sends confirmation via email.
- Form Handling – Attaches patient intake form (PDF) to email.
- Reminder System – Sends SMS/Email reminders at predefined intervals.
- Admin Reporting – Generates Excel reports for admin review.
- Frontend/UI: Streamlit
- Backend/Workflow: Python
- Database: CSV-based storage (patients, appointments, insurance)
- Email Service: SMTP (Gmail App Password)
- SMS Service: Simulated via
sms_utils - Libraries: Pandas, UUID, Datetime, OpenPyXL
- Clone the repository:
git clone https://github.com/your-username/ai-scheduling-agent.git cd ai-scheduling-agent - Install dependencies:
pip install -r requirements.txt
- Configure email credentials in utils/email_utils.py:
EMAIL_ADDRESS = "your_email@gmail.com" EMAIL_PASSWORD = "your_app_specific_password"
- Run the Streamlit app:
streamlit run ui/app.py
Step 1 – Patient Greeting & Intake
Step 2 – Insurance Collection
Step 3 – Appointment Confirmation + PDF Email
Step 4 – Automated Reminders (Email + SMS)
Step 5 – Admin Reports
AI Scheduling Agent (MVP-1). Run python main.py for CLI workflow preview